Yeah, I think rather than Deepseek slowing down investment it is going to accelerate it. It is obvious there is going to be an AI-race between different companies/organizations.
The important thing here (as Yann LeCun noted) is that open source is competitive with proprietary.
Just like open source compilers and programming languages didn't hinder the information-age era, but rather accelerate it so is it going to be true for AI.
The field is broad and deep enough that all Chinese, American, and European (if Europe chooses to) tech organizations (won't say corporations because AI likely will be disruptive of the current iteration of capitalism) will be able to find their own niche.
I know this is something unusual to say in our current era of nationalism and isolationism.
Essay Pro